CRM

Hi, Kindly let me know if this understanding scenario is correct or not- Consider a Company A created by Owner/user X. Another Company B created by Owner/user Y. User X belongs to Team ABC User Y belongs to Team XYZ Owner X will ...

Hi, I was checking Roles API to get role names and assigned permissions to it. On testing, I found that it is not working. Url- https://api.hubapi.com/settings/v3/roles Is there any way to get what permissions are assigned to the ...

Hi all Within our HubSpot environment, we are testing setting up a custom object for an entirely different type of customer. Most of our customers end up in Companies, however some of our customers are so different in terms of requirements, the ...

When we transition deals from quote to deal negotiations in our pipeline, it automatically changes a bunch of settings - Is Closed Won, Is Closed, Is Deal Closed? etc. These all impact our closed deal amount on our dashboard, however, the deals aren...

Hello Team, I hope you are doing well. How can we give an add attachment option in the card anyone have any suggestion please let me know. can anybody have the same issue please let me know. Thank you in advance for your help and support. ...

Hi team, I am currently using HubSpot for our business partners. I would also like to use it to collect contacts from our freelancers. Yet I dont want the two groups to get mixed. I didnt find anything on how to create 2 independent CRMs in one...

Hello, colleagues, I do not see an option to add several Contacts to a Lead from the Lead entity. You can add a contact to a Lead once you create it and have a warning sign next to it with something like "Add a contact." Once you add a...

We can add custom industry fields. But we can't remove the default industry fields. In our case, there are at least 90% of the fields that aren't matching our ICP or partners profile. ==> For simplicity and ease of use, we'd love to be able to...

Hi I would like to be able to record competitor machinery that is already purchased and is on site at a potential customer. This allows the Sales Team to be prepared for what is on site and what we can offer as an alternative. I do not want to...

Hi all, I have a multiple checkboxes property say 'Interest' with different values, now I have some values that are outdated so I want all the contacts with value A to have value B instead. So let's say instead of "Sports" I want to transfer it...

Hi all I'm experimenting with how importing works at the moment for a potential CRM migration. I've imported a number of companies into the CRM. I've also created a custom object called Facilities. I have a spreadsheet with all the facilities th...

Hi All! I have a lot of Workflows that creates tasks and I'm thinking some might be repetitive but I don't have full memory of the exact workflows that creates tasks, is there any way I can apply a filter to have better visibility of those? ...